Bancassurance Fresher Jobs in Ernakulam

Key Responsibilities:Drive insurance sales through assigned bank branches by building strong relationships with bank staff.Achieve monthly and quarterly sales targets for life/health/general insurance products.Train and motivate bank branch staff to generate leads and refer clients for insurance solutions.Conduct joint customer meetings with bank relationship managers to pitch relevant insurance offerings.Ensure timely follow-up with leads, proposal conversion, and policy issuance.Coordinate with underwriting, operations, and claims teams to provide seamless service to bank customers.Track daily performance, maintain MIS reports, and provide regular updates to senior management.Conduct product awareness campaigns and sales promotions at the branch level.Ensure compliance with IRDAI regulations and internal company policies during sales and documentation

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Life Insurance.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target.Bancassurance JD :Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.

Key Responsibilities:Manage and lead sales teams across multiple branches within the assigned area or region.Develop and execute sales strategies to achieve area-wise sales targets for insurance or financial products.Recruit, train, mentor, and motivate sales executives and relationship officers to improve performance.Monitor daily, weekly, and monthly sales activities and ensure proper reporting and follow-up.Build strong relationships with key clients, channel partners, and stakeholders in the area.Analyze market trends, competitor activities, and customer feedback to optimize sales efforts.Coordinate with marketing and operations teams to support sales initiatives and customer service.Ensure compliance with regulatory guidelines and company policies across the area.Prepare regular sales reports and presentations for senior management.

Key Responsibilities:Manage and nurture relationships with high-net-worth or preferred clients to ensure long-term loyalty and satisfaction.Understand clients financial goals and provide personalized insurance and investment solutions accordingly.Proactively identify opportunities for cross-selling and upselling relevant products such as life insurance, health plans, and investment options.Serve as the primary point of contact for preferred clients, addressing their queries and resolving issues promptly.Coordinate with internal teams (underwriting, claims, operations) to ensure seamless service delivery.Monitor client portfolios regularly and provide timely reviews and recommendations.Organize client engagement activities, events, and communication to strengthen relationships.Achieve or exceed sales and retention targets for the preferred client segment.Ensure compliance with regulatory standards and company policies throughout the client lifecycle.Maintain accurate records of client interactions and transactions in CRM systems.

Key Responsibilities:Identify and approach potential customers in assigned territory to sell insurance products.Generate leads through field visits, cold calling, and local marketing activities.Explain product features, benefits, and pricing to prospective clients.Assist customers with application processes, documentation, and policy issuance.Follow up with leads and maintain a strong sales pipeline to achieve monthly targets.Maintain daily visit records, customer details, and sales reports.Participate in promotional activities like camps, roadshows, and door-to-door campaigns.Coordinate with internal teams for timely processing of proposals and resolving customer queries.Stay updated on product knowledge, market trends, and competitor offerings.